Equity risk still dominates CalPERS portfolio
CalPERS’ 52 per cent asset allocation to global equities accounts for 69 per cent of its total risk allocation, according to the fund’s risk management update to the end of June.
Austria’s VBV strives to give young savers more risk exposure
Günther Schiendl, chair of Austria's VBV Pension Fund board explains how he's enabling younger savers to access more equity investment. However, despite long-held plans to develop the allocation to private equity, US tariff and trade policy has halted the strategy for now.
Sort content by
ADIA positive on equities outlook
The world’s largest SWF, the Abu Dhabi Investment Authority (ADIA), added a number of new portfolios to equities and fixed income and reorganised its internal passive equities team in 2010, according to its second ever annual report, in which it also predicted a positive outlook for equities.
Considering SWF assets within wider sovereign context
Integrating a sovereign wealth fund (SWF) into total sovereign assets and liabilities, instead of focusing on SWF asset allocation in isolation, will impact optimal sovereign asset management, according to new research by the EDHEC-Risk Institute.
De-risking is de rigueur, survey finds
Investors are looking to continue to scale-back their exposure to US equities, increase their allocation to fixed-interest assets and strongly focus on the liability side of their balance sheets, a recent survey of funds in the US and Europe found.
Implementing CalPERS new asset allocation
Setting a new asset allocation is one thing, implementing it is another thing altogether. CalPERS expects to have its new asset allocation implementation policies completed by the beginning of July, so head of asset allocation, Farouki Majeed, discusses the challenge.
New Jersey chair calls for allocation review
Chair of the investment council of the $70 billion State of New Jersey’s Division of Investment, Robert Grady, has called for a new asset allocation plan, pointing in particular to the fund’s cash position which sits at around 2.75 per cent. The fund has also been overweight its domestic equity allocation by about 6 per
Investor Profile